Ergothiki ΕργοθήκηHelp Centre
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Guides, step-by-step scenarios and answers for every part of Ergothiki.

Scenarios

Front desk & communication customers, partners, messages, appointments

How do I work with another office on Ergothiki? What happens when you assign a work item to a partner who has an office of their own on Ergothiki — and when they assign one to you. ~2 min read How do I find, add and contact customers? How to find a customer, what their profile shows, how to email them and who can change their details. ~4 min read How do I work with partners and link them to Ergothiki? Who counts as a partner, how to see what you gave them and what they gave you, and how to invite them to link up. ~4 min read How do I book office appointments and field work? Office appointments and field work: how to book them, what happens when two overlap, and how field notes become a report. ~3 min read What does the office's calendar show? Appointments, deadlines for projects, work items, tasks and expenses, and leave — how to read the calendar and what each layer holds. ~2 min read How do I hold a video call with a customer? How to start a video call for a project, how the customer gets in, and who lets them in. ~2 min read Where do I find the video call links? All the office's video call links on one ErgoMeeting tab. ~1 min read How do I start a video call in an ErgoMeeting room? How a video call starts inside a room, who hosts it, and when the button does not appear. ~1 min read How do I read and answer the office's messages? Messages from the website, email and the customer portal: how to read them, how to reply and what you can do from one. ~4 min read How does the office's email work? The office's address, what happens to attachments, who sees the emails, unwanted mail and emails that were not delivered. ~12 min read How does ErgoCloud, the office's files, work? Where each file lives, how to upload and organise, how to share with a link that expires, and what happens when something is deleted. ~3 min read What is ErgoMeeting, and how do its rooms work? Rooms for discussion, project coordination and files, with members from the office and from partner offices. ~2 min read How do I record a video call? Who records a video call, how everyone consents, what is charged, where the file goes and how long it is kept. ~3 min read How are the transcript and the AI minutes made? From the recorded call to the transcript, the draft minutes, the approval and the tasks. ~3 min read

Questions All questions →

A customer cannot see a file in the portal. What is wrong?Projects & work items

The portal shows only the files you have marked «Visible in the portal». Internal files, such as a costing, cannot be marked.

The whole guide →
How do I give a customer access to the portal?Projects & work items

With an invitation from their card (an email address is needed). The customer signs in with a code sent by email or with Google/Microsoft — no password.

The whole guide →
How do I change a user's role?Team & security

In Team › Members & roles, by whoever manages the team's members; what each role allows, in Team › Team settings › Roles & permissions.

The whole guide →
Why can a colleague not see prices?Team & security

Amounts — prices, payments, finances — are seen only by whoever has the permission to see amounts. The «Technical staff» role does not have it by default; whoever manages the members can change that in the roles.

The whole guide →
What is the difference between the «Agreed fee» and the «Invoiced amount»?Fees & VAT

The agreed fee is what you agreed; the payment status follows from it. The «Invoiced amount» is the amount on the invoice you issue yourself, VAT included — Ergothiki does not issue invoices, it only records them.

The whole guide →